iShares Ibonds Dec 2034 ETFIBTPETF
13F holders, Q1 2026 (March 31)55holders +2
6new positions
3sold out
1famous investor
$25.63avg. 13F price*
At the end of Q1 2026, 55 institutions reported holding iShares Ibonds Dec 2034 ETF (IBTP) in their 13F filings, up 2 from Q4 2025. 6 opened new positions and 3 sold out. The largest holders were Atlantic Union Bankshares Corp ($36.7M), Confluence Investment Management LLC ($23.6M) and Summitry LLC ($22.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2034 ETF
- CUSIP
- 46438G646
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $7.2M |
| Exits | 3 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,132,363 shares bought and 127,504 shares sold, net +1,004,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Atlantic Union Bankshares Corp | 0.70% | Add +12.4% | 1,430,363 | $36.7M |
| Confluence Investment Management LLC | 0.37% | Add +28.4% | 919,178 | $23.6M |
| Summitry LLC | 0.78% | Add +0.5% | 863,405 | $22.1M |
| Stifel Financial Corp. | 0.01% | Add +7.6% | 566,032 | $14.5M |
| Benjamin Edwards Inc. | 0.13% | Add +8.1% | 505,968 | $13.0M |
| Royal Bank of Canada | 0.00% | Add +22.0% | 422,541 | $10.8M |
| D.A. Davidson & Co. | 0.06% | Add +2.8% | 384,663 | $9.9M |
| Atlantic Private Wealth, LLC | 3.87% | Reduce -1.5% | 231,170 | $5.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.8% | 193,461 | $5.0M |
| Ameriprise Financial Inc. | 0.00% | New | 177,618 | $4.6M |
| Morgan Stanley | 0.00% | Reduce -2.7% | 152,953 | $3.9M |
| Probity Advisors, Inc. | 0.60% | Add +32.7% | 146,578 | $3.8M |
| UBS Group AG | 0.00% | Add +977.1% | 132,797 | $3.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +7.7% | 130,222 | $3.3M |
| Accretive Wealth Partners, LLC | 0.93% | Reduce -0.3% | 128,199 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 103,632 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | New | 99,390 | $2.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +24.6% | 95,160 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Add +152.7% | 74,989 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +3.5% | 58,251 | $1.5M |
| Reliant Wealth Planning | 0.41% | No change | 52,382 | $1.3M |
| Bank of America Corp. | 0.00% | Add +7.3% | 41,635 | $1.1M |
| Petros Family Wealth, LLC | 0.75% | Add +105.3% | 41,143 | $1.1M |
| Citadel Advisors | 0.00% | Add +41.1% | 40,657 | $1.0M |
| Cwm, LLC | 0.00% | Reduce -0.0% | 38,819 | $995K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.0% | 36,874 | $945K |
| LPL Financial LLC | 0.00% | Reduce -4.5% | 34,470 | $883K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.1% | 31,825 | $816K |
| L2 Asset Management, LLC | 0.06% | Add +0.6% | 24,972 | $640K |
| Wells Fargo & Company | 0.00% | Add +159.6% | 22,091 | $566K |
| Jane Street Group, LLC | 0.00% | Add +31.5% | 22,008 | $564K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.3% | 20,765 | $536K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +119.3% | 20,034 | $513K |
| Krilogy Financial LLC | 0.01% | Reduce -27.8% | 17,599 | $451K |
| MML Investors Services, LLC | 0.00% | Reduce -7.8% | 15,652 | $401K |
| Keeler Thomas Management LLC | 0.17% | Reduce -75.8% | 15,478 | $397K |
| Apella Capital, LLC | 0.01% | No change | 14,397 | $371K |
| Jacobi Capital Management LLC | 0.02% | Add +2.7% | 11,381 | $292K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.6% | 10,350 | $265K |
| Dearborn Partners LLC | 0.01% | Add +16.9% | 9,123 | $238K |
| Waverly Advisors, LLC | 0.00% | No change | 8,551 | $219K |
| Guidance Point Advisors, LLC | 0.05% | Add +6.3% | 8,278 | $212K |
| Signaturefd, LLC | 0.00% | No change | 7,840 | $201K |
| IFP Advisors, Inc | 0.00% | Add +4.5% | 4,987 | $128K |
| CNB Bank | 0.05% | Reduce -0.5% | 4,810 | $123K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 4,000 | $103K |
| Fifth Third Bancorp | 0.00% | New | 2,727 | $70K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,839 | $47K |
| Advisory Services Network, LLC | 0.00% | New | 1,486 | $38K |
| CENTRAL TRUST Co | 0.00% | Reduce -15.7% | 1,387 | $36K |
| Hyposwiss Advisors SA | 0.03% | No change | 1,365 | $35K |
| Asset Dedication, LLC | 0.00% | No change | 1,037 | $27K |
| CVA Family Office, LLC | 0.00% | No change | 583 | $15K |
| Root Financial Partners, LLC | 0.00% | New | 268 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | New | 107 | $3K |
"% of holder's portfolio" is IBTP's weight in each manager's 13F, not the share of iShares Ibonds Dec 2034 ETF the manager owns.